Cliff Weitzman

speaker
4,305 appearances 3 recordings 2 series first heard May 2026 last heard 5 Sep

Cliff Weitzman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

Appearances

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And so that's how I think about how to allocate.
And then in terms of depreciation of the asset over time, I go, okay, well, these are still amazing GPUs.
Like even A one hundreds you can run amazing experiments on.
It's completely valid to use that as long as it's hooked up and as long as it's not stopping to work.
And so think about the mileage of a car.
If a car gets to like 250 miles, you know it's kind of gonna break at this point.
That's not necessarily true for a GPU because it doesn't have as much wear and tear.
Yes, it's moving and yes, all these things, but like it's in a very clean environment, it's very much cooled, it has constant maintenance because it's not moving around, it's very expensive, and NVIDIA just does a really good job.
And so that asset is gonna stay for a very long time.
And let's say it got so
So not good, so outdated that I no longer can run training on it.
Cool.
Now I'll use it for inference.
There's one more thing that's very interesting that just happened.
So I believe earlier this month, NVIDIA did a huge deal with Blackstone, BlackRock, Apollo, and Goldman Sachs.
And they said, Listen, we want more people to buy more GPUs.
We're going to underwrite for you up to twenty five percent the value of a GPU.
That if you lend money to someone who buys a GPU,
Let's say Google or a small or a startup core weath.
And that startup goes out of business, and you have that GPU as collateral against that investment, will buy back the GPU for up to 25% of the value of the GPU.
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